01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 17 November 2022
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £81,344
- Latest expenditure
- £207,570
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: S & W Partners, Stone Cross, Trumpington Road, Trumpington, CAMBRIDGE, CB2 9SU
02 Activities
What the charity does
To provide grants only to charities registered in England and Wales with charitable purposes for the relief of those in need by reason of circumstance, educational or other disadvantage, ill-health, disability, financial hardship, with a particular focus on supporting people and individuals in need.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 8 October 2026
- Date Accounts Received
- 8 October 2026
- Total Gross Income
- £81,344
- Total Gross Expenditure
- £207,570
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 16 September 2025
- Date Accounts Received
- 16 September 2025
- Total Gross Income
- £131,335
- Total Gross Expenditure
- £194,820
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 26 October 2024
- Date Accounts Received
- 26 October 2024
- Total Gross Income
- £3,969,933
- Total Gross Expenditure
- £202,857
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 8 October 2026
- Total Gross Income
- £81,344
- Total Gross Expenditure
- £207,570
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 16 September 2025
- Total Gross Income
- £131,335
- Total Gross Expenditure
- £194,820
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 26 October 2024
- Total Gross Income
- £3,969,933
- Total Gross Expenditure
- £202,857
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 26 October 2024
- Income Donations And Legacies
- 3928019
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 41914
- Income Other
- 0
- Income Total Income And Endowments
- 3969933
- Income Legacies
- 3927919
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,497
- Expenditure Charitable Expenditure
- £198,360
- Expenditure Other
- 0
- Expenditure Total
- 202857
- Expenditure Investment Management
- 4497
- Expenditure Grants Institution
- 194610
- Expenditure Governance
- 3750
- Expenditure Support Costs
- 3750
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 340641
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,111,818
- Assets Total Fixed
- 3933604
- Assets Own Use
- 0
- Assets Long Term Investment
- 3933604
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £211,214
- Assets Total Liabilities
- £33,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,111,818
- Creditors One Year Total Current
- 33000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £210,536
- Funds Endowment
- 0
- Funds Unrestricted
- 4111818
- Funds Restricted
- 0
- Funds Total
- 4111818
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- JOHN AND PENELOPE LEBUS TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2022-11-17T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 03 JUL 2020
- Charitable Objects
- TO ADVANCE SUCH CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME BY MAKING GRANTS TO INDIVIDUALS AND CHARITABLE ORGANISATIONS IN ENGLAND AND WALES.
10 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests